Through our partnership with Merge, we've created an integration for Salesforce users to simplify contact creation and management in Levitate.
The Levitate + Salesforce integration syncs your contacts twice daily so you can seamlessly further those relationships.
“There’s just so many layers of Levitate that are so nice.
There’s so many pieces that could be standalone software.”
Executive Director,
Girls & Boys Club of Rosebud
Levitate User
What does the Salesforce x Levitate integration do?
Salesforce pushes contact information, like name, mailing address, email address, phone numbers, date-related key facts like birthdate, and tags from any picklist, multipicklist, checkbox, or string field on the contact level, into Levitate.
We help keep your emails feel authentic with filtering and contact enhancement logic (nicknames replace first names, clients marked with a deceased date can also be set to be automatically removed).
Salesforce allows Levitate to log notes, emails, logged phone calls, handwritten cards, and text messages.
These will all be saved in Salesforce as a note. Accounts can choose to have all, some, or none of these written back to Salesforce.
